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E-Commerce

E-commerce moves retail from a shop to a screen, and drags with it the warehousing, delivery, and payment systems needed to make that work. Scale and delivery density decide who earns a profit.

240 stocks

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
251
Veritas Asset Management
Veritas Asset Management
United Kingdom
$1.06B -$121M 4 7.4% Reduced
252
Virginia Retirement Systems
Virginia Retirement Systems
Virginia
$1.06B +$17M 26 10.12% Increased
253
UniSuper Management
UniSuper Management
Australia
$1.05B +$947M 18 11.86% New
254
Scotia Capital
Scotia Capital
Ontario, Canada
$1.04B -$6.17M 14 7.16% Reduced
255
Xponance
Xponance
Pennsylvania
$1.04B +$7.86M 20 13.83% Increased
256
Glenmede Trust
Glenmede Trust
Pennsylvania
$1.04B -$52.2K 12 5.88% Reduced
257
Krane Funds Advisors
Krane Funds Advisors
New York
$1.03B -$76.5M 11 54.52% Reduced
258
TMC
Toyota Motor Corp
Japan
$1.03B $0 2 52.07% Maintained
259
Zevenbergen Capital Investments
Zevenbergen Capital Investments
Washington
$1.02B -$43.7M 8 24.33% Reduced
260
ArrowMark Colorado Holdings
ArrowMark Colorado Holdings
Colorado
$1.02B -$33.7M 12 11.2% Reduced
261
Fort Washington Investment Advisors
Fort Washington Investment Advisors
Ohio
$1B -$29.1M 11 7.24% Reduced
262
Mercer Global Advisors
Mercer Global Advisors
Colorado
$998M +$56.7M 30 3.96% Increased
263
Capital Wealth Planning
Capital Wealth Planning
Florida
$993M +$425M 5 12.26% Increased
264
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$989M +$353M 60 3.59% Increased
265
IFM Investors
IFM Investors
Australia
$975M +$44.3M 21 12.77% Increased
266
TPSF
Texas Permanent School Fund
Texas
$973M +$1.93M 20 9.01% Increased
267
PineBridge Investments
PineBridge Investments
New York
$961M +$8.91M 32 10.36% Increased
268
Boston Partners
Boston Partners
Massachusetts
$957M -$234M 17 1.29% Reduced
269
Axiom Investors
Axiom Investors
Connecticut
$956M -$47.8M 10 14.24% Reduced
270
MCMC
Matrix Capital Management Company
New Hampshire
$956M $0 1 11.11% Maintained
271
GP
Galileo PTC
British Virgin Islands
$953M -$116K 3 22.39% Reduced
272
GAMH
Greenwoods Asset Management (HK)
Hong Kong
$952M -$17.1M 9 46.02% Reduced
273
Rathbones Group
Rathbones Group
United Kingdom
$941M +$76.8M 11 8.78% Increased
274
Empower Advisory Group
Empower Advisory Group
Colorado
$936M +$1.73M 10 4.04% Increased
275
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$932M +$23M 29 7.3% Increased